Managing Salespersons

Salespersons provide a means of relating host ERP users with corresponding Infor CRM CE users. Salespersons are defined as users in the host ERP system. They are published to Infor CRM CE as a part of the initial data load from the host ERP system. The Salesperson details page is used to update the salesperson corresponding Infor CRM default owner and default account manager content.

The Infor CRM CE Back Office includes an option to enable the automatic assignment of the Infor CRM CE owner and account manager for new integrated accounts based on the Sales Person Reference content published by the host system Customer Party Master BOD.

To enable the automatic assignment of the Infor CRM CE owner and account manager, you can access Salespersons on System Administration explorer and click the required person name.

You can also update the relationship between the host ERP user, salesperson, and the corresponding Infor CRM based default record owner and default account manager.

  1. Access the Salesperson record in the details page, click View More.
  2. Use Account Manager lookup to select the corresponding Infor CRM user to be assigned as the default Account Manager for the new Accounts.
  3. Use the Owner lookup to select the corresponding Infor CRM user to be assigned as the default record owner for new Accounts published by the host system with a Sales Person Reference containing this Person ID.
    Note: You can add or edit some details in the host application only.
  4. Click Save.
    Note: The information fields display the details in the host application only.